The capability list, without the shopping list.
Twelve capabilities, each with its own page explaining the job it does and the questions firms ask about it. Below them is a matrix of what each plan includes, read from the live billing catalogue rather than typed into a marketing page, so what you see here is what your account gets.
Every capability, one page each
What's included, by plan
| Capability | Free | Pro | Pro Plus |
|---|---|---|---|
| Clients | 20 | 200 | 400 |
| Staff seats | 1 | 3 | 10 |
| Storage | 200 MB | 2 GB | 5 GB |
| Invoices per month | 500 | 1000 | |
| Compliance tracking | Automatic compliance engine | Automatic compliance engine | Automatic compliance engine |
| Auto-renewal & auto-tasks | Included | Included | Included |
| Custom services | Included | Included | |
| Bulk import & Excel export | Included | Included | |
| Completed-task export | Included | Included | |
| Task activity log | Included | Included | |
| Document vault | Included | Included | |
| Client KYC | Included | ||
| Invoice generation | Included | Included | |
| Payment tracking | Included | Included | |
| Recurring / retainer invoices | Included | ||
| Email notifications | Included | Included | |
| Team chat | Included | ||
| Advanced analytics | Included | ||
| Support | Email support | Priority email support | Priority email support |
Questions about what is included
It runs the practice, not the ledger. Client records for a whole book, compliance obligations generated from each client’s own dates, a document vault, tasks, AED invoicing and an activity trail on every record. It is not bookkeeping software and not an ERP; most firms run AudiTax alongside whatever their clients keep their books in.
The full compliance engine, which is the part most platforms charge for: trackers built from each client’s own dates, renewing each cycle, with deadline alerts. Free covers 20 clients, one staff seat and 200 MB. What the paid plans buy is capacity and the rest of the toolkit, not a different calendar.
Pro adds invoicing with payment tracking, the document vault, bulk import and export, custom service definitions and task activity logs. Pro Plus adds client KYC, recurring invoices, team chat and advanced analytics. The matrix on this page is generated from the live billing catalogue, so it cannot drift from what your account actually gets.
No. There is no client login and no automated client chasing. Alerts and tasks go to your team. The conversation with the client stays yours, which is a deliberate choice rather than a gap we are about to fill.
Yes, on paid plans. Six services ship seeded: VAT Filing, Corporate Tax, Audit, Licence Renewal, Establishment Card and Monthly Accounting. A custom service anchors to a date on the client record, can require a flag to be true, and rolls forward when a cycle closes, exactly as the built-in ones do.
No. There is no accounting-software integration today, and we will not list one as coming until it ships. AudiTax sits above whatever your clients use rather than syncing with it.
No. There is no AI advisory, no document OCR and no workflow automation engine in the product. Those were announced once and withdrawn, and the feature list here names only what ships. The automation that does exist is the compliance engine generating obligations from dates you record.
The platform is a web application that works on a phone browser, and native apps are in review for the App Store and Google Play. Until a listing is live, treat the web app as the answer.